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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've read recent Q&A on ULTA, and agree about why the stock price has been weak. I'm looking long term here though, and will consider a potential buy(s) at certain technical levels. But first...

- What is 5i's attraction to this stock? It seems highly recommended.

- How solid is the balance sheet?

- What are its growth plans?

- Much competition?

- Is this considered a mid-cap? Just trying to get a sense of size and future stability.
Read Answer Asked by James on July 15, 2024
Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!
Read Answer Asked by Kevin on July 15, 2024
Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason
Read Answer Asked by Jason on July 11, 2024
Q: Many Consumer brands are under pressure but will turn around at some point soon. Any guess as to how far out? What to watch for? Could you rank and add thoughts behind your best overall pick to accumulate... Is there another company you would also consider at this time?

thx, M
Read Answer Asked by Mark on July 03, 2024
Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.
Read Answer Asked by Maureen on July 03, 2024
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Read Answer Asked by John on July 03, 2024
Q: I have some USD cash from selling USD tech stocks. I still hold quite a few US tech stocks.
I would like to purchase some non-tech US companies for a long-term 5+ year hold.
Can you please recommend good non-tech US companies for me to consider buying?
Read Answer Asked by STEVEN on July 02, 2024
Q: I see that you like ULTA, and i've been looking into it a bit. I agree that there is quite a bit to like with the company. But the one part i'm a little hung up on is the growth potential and past performance. Any time frame in the last 5 years (11%) has not been very good. But if we look out much longer at the 10 year (316%) and beyond it looks much better. I see that the valuation is quite attractive, compared to their historical valuation. But I wonder based on the last 5 years if the growth isn't behind them. Why do you think they've underperformed for the last 5 years, and why do you think that is going to change going forward? Thx!
Read Answer Asked by Adam on June 27, 2024
Q: Like every investor, I'm trying to maximize growth while minimizing risk.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
Read Answer Asked by Maureen on June 26, 2024
Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim
Read Answer Asked by Timothy on June 26, 2024
Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine


Read Answer Asked by Catherine on June 25, 2024
Q: With the tsx dropping over the last few weeks and valuations adjusting for companies you like. What would be your top 3 Canadian and top 3 US names that you would start a position in, if buying today for the long term? Thx
Read Answer Asked by Adam on June 21, 2024
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Read Answer Asked by Esther on June 17, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
Read Answer Asked by Don on June 03, 2024
Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
Read Answer Asked by Esther on May 27, 2024
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
Read Answer Asked by Merrilyn on May 21, 2024
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